Practice and client management

While many companies and organizations try, diversity and inclusion efforts within the financial services have generally failed. What needs to be done in order to succeed? Join us for a panel discussion featuring guests from the Access Denied: Systemic Racism in Financial Services podcast.

The two banks are among those deploying advanced analytics to give customers advice before they may even know they need it.

A new service from NCR aims to reduce surface transmission of the coronavirus through the application of an antimicrobial cleaning product that kills germs.

The company is looking to tap into a surge of homebuying tied to historically low interest rates.

The departure of Brad Hu at the end of the year opens the door for Citi’s soon-to-be CEO Jane Fraser to hire someone new to oversee the bank’s massive risk systems overhaul.

Jane Allerman-Rey, the mutual's chief operating officer, will take on the new role in January.

Aissatou Barry-Fall, a 30-year veteran of the credit union, has been promoted to chief executive.

Members of Niagara Mohawk Power Corp. Troy Employees Federal Credit Union recently voted to merge with Albany-based CAP COM.

Myra Toeppe, who had been serving as acting director since January, will take on that role permanently.

A new service from NCR aims to reduce surface transmission of the coronavirus through the application of an antimicrobial cleaning product that kills germs.

Earlier this year, the Southern California credit union was criticized for its directors not representing the demographics of the communities it serves.

The bank is scaling back how it distributes research to clients, part of a push to simplify operations and lower headcount, according to people familiar with the matter.

The Mississippi company said Duane Dewey, the president of its bank, will succeed Gerard Host as CEO in January.

Rick Wardlaw at Bank Independent in Alabama gets results by adhering to the servant-leadership model.

Rob Holmes, who will join the Dallas company in January, has been the global head of corporate client banking and specialized industries at JPMorgan Chase.

Craig Dahl said working seven-day weeks to shepherd the integration with Chemical and then the combined company’s coronavirus response led to his abrupt retirement.

The global bank, which has already closed more than 30% of its U.S. branches this year, indicated that the pandemic is prompting it to adjust its plans on the fly.

The acquisition will consolidate United's position in the St. Joseph market, where both institutions are based.

The sales are part of ConnectOne's strategy to replace traditional retail branches with banking hubs backed by technology.